RIA Intelligence

OPTIMA ASSET MANAGEMENT LLC

CRD #299826 SEC #801-115262 NEW YORK, NY 212-484-3000
SEC Registered Private Funds
Total AUM
$807.4M
Discretionary
$486M
Employees
30
Clients
--
Accounts
30

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BLOOMFIELD, KEITH, MITCHELLICHIEF EXECUTIVE OFFICERNA Control
BLOOMFIELD, KEITH, MITCHELLICHIEF EXECUTIVE OFFICERNA Control
BLOOMFIELD, KEITH, MITCHELLICHIEF EXECUTIVE OFFICERNA Control
BLOOMFIELD, KEITH, MITCHELLICHIEF EXECUTIVE OFFICERNA Control
BLOOMFIELD, KEITH, MITCHELLICHIEF EXECUTIVE OFFICERNA Control
BLOOMFIELD, KEITH, MITCHELLICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
BOARDMAN, DENNIE, DIXONICHIEF EXECUTIVE OFFICERNA Control
GEARHART, WILLIAM, RAGNARICHIEF COMPLIANCE OFFICERNA
GEARHART, WILLIAM, RAGNARICHIEF COMPLIANCE OFFICERNA Control
GEARHART, WILLIAM, RAGNARICHIEF COMPLIANCE OFFICERNA
GEARHART, WILLIAM, RAGNARICHIEF COMPLIANCE OFFICERNA Control
GEARHART, WILLIAM, RAGNARICHIEF COMPLIANCE OFFICERNA Control
GEARHART, WILLIAM, RAGNARICHIEF COMPLIANCE OFFICERNA Control
GEARHART, WILLIAM, RAGNARICHIEF COMPLIANCE OFFICERNA Control
GEARHART, WILLIAM, RAGNARICHIEF COMPLIANCE OFFICERNA Control
GEARHART, WILLIAM, RAGNARICHIEF COMPLIANCE OFFICERNA Control
GEARHART, WILLIAM, RAGNARICHIEF COMPLIANCE OFFICERNA Control
GEARHART, WILLIAM, RAGNARICHIEF COMPLIANCE OFFICERNA Control
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
KEATING, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
LEWIS, GEOFFREY, MANFREDICHIEF FINANCIAL OFFICERNA
ORTIZ, PETER, MARCICHIEF OPERATING OFFICERNA
ORTIZ, PETER, MARCICHIEF OPERATING OFFICERNA
ORTIZ, PETER, MARCICHIEF OPERATING OFFICERNA
ORTIZ, PETER, MARCICHIEF OPERATING OFFICERNA
WALSH, JONATHAN, RICHARDICHIEF COMPLIANCE OFFICERNA Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, INCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control
FWM HOLDINGS, LLCDEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
SCHWARTZ, ERIC, STUARTI76 WEST HOLDINGS LLCE
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, LLCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, LLCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, LLCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, LLCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, LLCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, LLCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, LLCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, INCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, LLCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, INCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, INCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, INCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, INCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, INCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, INCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, INCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, INCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, INCE Control
STANHOPE CAPITAL (SWITZERLAND) SAFEFWM HOLDINGS, INCE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
STANHOPE CAPITAL GROUP SAFESTANHOPE CAPITAL (SWITZERLAND) SAE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
WEALTH PARTNERS CAPITAL GROUPDE400 ACQUISITION LLCE Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
PINTO, DANIEL, EMILEISTANHOPE CAPITAL GROUP SAD Control
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
400 ACQUISITION LLCDEFWM HOLDINGS, LLCC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
76 WEST HOLDINGS LLCDEWEALTH PARTNERS CAPITAL GROUPC
PINTO, DANIEL, EMILEISTANHOPE CAPITAL (SWITZERLAND) SAC Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Address

10 EAST 53RD STREET
32ND FLOOR
NEW YORK, NY 10022
United States
Phone: 212-484-3000